Optimizing pricing conversations helps you evaluate how pricing is introduced and negotiated, enabling you to improve deal outcomes and close rates. This guide shows you how to use the Pricing Conversations template in Insight7.
Accessing the Pricing Conversations Template #
Step 1: Navigate to Templates #
- Login to your Insight7 account at https://insight7.io
- Click on Templates
Step 2: Select Sales Category #
- You’ll see different categories:
- Research
- Sales ← Click this one
- Marketing
- Customer Service
- Custom Analysis
Step 3: Choose Closing #
- Click on Sales
- You’ll see these options:
- Prospecting
- Qualification
- Objection Handling
- Closing ← Click this one
- Retention & Expansion
Step 4: Select Optimize Pricing Conversations #
- Click on Closing
- Find and click on Optimize Pricing Conversations
- You’ll see the description: “Evaluate how pricing is introduced and negotiated”
Running Your Pricing Conversations Analysis #
Step 5: Upload Your Files #
Best files to upload:
- Pricing discussion calls
- Proposal presentation recordings
- Negotiation conversations
- Discount request discussions
- Contract review calls
- Renewal pricing conversations
- Upsell or expansion pricing calls
Step 6: Run Analysis #
- Upload your files
- Click Run Analysis
- Wait for processing to complete
Common Use Cases #
Improving Deal Margins
- Reduce unnecessary discounting
- Improve pricing justification
- Train on holding firm
- Protect profitability
Increasing Win Rates
- Optimize pricing timing
- Improve objection handling
- Build pricing confidence
- Remove pricing as a barrier
Accelerating Sales Cycles
- Introduce pricing at right moment
- Reduce back-and-forth on price
- Offer creative payment terms
- Remove pricing friction
Competitive Positioning
- Justify premium pricing
- Compete effectively on value
- Handle price comparison objections
- Differentiate beyond price
Rep Development
- Identify coaching opportunities
- Build pricing confidence
- Improve negotiation skills
- Standardize best practices
